BWM
DIS icon

Bullock Wealth Management’s Walt Disney DIS Stock Holding History

Bullock Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$251K Buy
2,618
+53
+2% +$5.4K 0.11% 156
2026
Q1 		$248K Buy
2,565
+63
+3% +$6.66K 0.12% 145
2025
Q4 		$285K Buy
2,502
+463
+23% +$51K 0.14% 137
2025
Q3 		$230K Sell
2,039
-3
-0.1% -$353 0.11% 147
2025
Q2 		$252K Sell
2,042
-187
-8% -$19.4K 0.13% 128
2025
Q1 		$218K Sell
2,229
-58
-3% -$6.23K 0.12% 139
2024
Q4 		$255K Sell
2,287
-67
-3% -$7.04K 0.15% 124
2024
Q3 		$221K Buy
2,354
+140
+6% +$12.9K 0.13% 133
2024
Q2 		$217K Buy
2,214
+49
+2% +$5.28K 0.14% 125
2024
Q1 		$263K Buy
+2,165
New +$226K 0.18% 117

Other funds holding DIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bullock Wealth Management's DIS Position: Q2 2026 in Review

Bullock Wealth Management increased its Walt Disney (DIS) stake by 2.1% in Q2 2026, buying an estimated $5.4K and bringing the position to 2,618 shares worth $251K. The position accounts for 0.11% of the portfolio, ranked #156.

Bullock Wealth Management first reported a position in DIS in Q1 2024 and has held it in 10 quarters since. The position peaked at $285K in Q4 2025. 2,948 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • Bullock Wealth Management held 2,618 shares of Walt Disney worth $251K as of Q2 2026.
  • Bullock Wealth Management bought 53 Walt Disney shares in Q2 2026, an estimated $5.4K.
  • Walt Disney made up 0.11% of Bullock Wealth Management's portfolio in Q2 2026, its #156 holding.
  • Bullock Wealth Management first reported a position in Walt Disney in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Walt Disney position peaked at $285K in Q4 2025.
  • 2,948 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.